AWS
VSGX icon

Atria Wealth Solutions’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Atria Wealth Solutions’s Portfolio VSGX Stock Details VSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,482
Closed -$311K – 2092
2024
Q4 		$311K Sell
5,482
-497
-8% -$29.4K ﹤0.01% 1526
2024
Q3 		$368K Sell
5,979
-152
-2% -$8.96K ﹤0.01% 1392
2024
Q2 		$351K Buy
6,131
+1,245
+25% +$71.2K ﹤0.01% 1421
2024
Q1 		$281K Buy
4,886
+3
+0.1% +$167 ﹤0.01% 1600
2023
Q4 		$270K Buy
+4,883
New +$252K ﹤0.01% 1570
2023
Q3 		– Sell
-4,499
Closed -$239K – 1988
2023
Q2 		$239K Buy
4,499
+195
+5% +$10.3K ﹤0.01% 1587
2023
Q1 		$225K Buy
+4,304
New +$224K ﹤0.01% 1603

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return